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Estate Planning

Use our convenient study materials as a guide and resource for everything you need to know about estate planning in the lead up to your exams.

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Pricing Packages Explained

Our study materials are ideal for visual learners and designed by qualified experts. 

 

Beautifully designed mindmaps, clear summary notes, templates, worksheets and case studies allow you to absorb information easily and improve attention, recall, reasoning, critical thinking, problem solving and other key cognitive functions.

Colligo Notes Essential Package

Our package comes fully loaded with high-impact
study materials that will not only enhance your
understanding but also save you time. Here’s
what you’ll find inside:

  • What is a certified financial planner (CFP®)?
    A certified financial planner designation is a professional certification for financial planners that indicates expertise in financial management, tax planning, insurance, risk planning, estate planning and retirement planning. CFP®'s also need to understand and adhere to a strict code of ethics, standards of practice and relevant laws in areas of financial planning.
  • What is a certified financial planner (CFP®)?
    A certified financial planner designation is a professional certification for financial planners that indicates expertise in financial management, tax planning, insurance, risk planning, estate planning and retirement planning. CFP®'s also need to understand and adhere to a strict code of ethics, standards of practice and relevant laws in areas of financial planning.

Colligo Notes Plus Package

Elevate Your Learning Experience with an
All-Inclusive study package. Here’s
what you’ll find inside:

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